Universal Banker (West O'ahu & North O'ahu)

Bank of Hawaii; Mililani Town (HI); On-site; USD 35,000 - 45,000; Full time

Job summary

A leading banking institution in Mililani Town is seeking an entry-level Universal Banker to provide exceptional customer experiences and guide clients through digital banking. Responsibilities include managing client interactions, selling financial products, and identifying high-value clients. The ideal candidate has a high school diploma and 2+ years of experience in sales or customer service. This position requires flexibility with scheduling and the ability to lift up to 30 lbs.

Qualifications

• 2+ years in consumer sales, marketing, and customer service.
• Demonstrated ability to advance skills in personal finance areas.
• Ability to work evenings, weekends, and holidays as assigned.

Responsibilities

• Manage overall branch client experience.
• Sell financial products and services, process applications.
• Identify and cultivate new high-value clients.

Skills

Customer Experience

Communication

Problem Solving

Relationship Building

Technology Literacy

Education

High School Diploma or GED

Job description

Overview

Universal Banker (West O'ahu & North O'ahu) at Bank of Hawaii — join our team to provide exceptional customer experiences and guide clients through digital banking options. Branch locations include: Pearlridge, Haleiwa, Mililani, and Waianae.

Responsibilities

• Manages overall branch client experience. Proactively engages existing and prospective clients to understand and interact with 21st century banking advancements by demonstrating transactions using technology, creates interest, handles objections, and guides customers to the proper banker for assistance. Shadowing and resolution of complaints, managing lobby activity, and ensuring smooth flow of customer interactions.
• Maintains and sells financial services to clients by addressing both short-term and long-term goals through profiling. Identifies needs, cross-sells, opens new accounts, contacts prospects, and performs teleconsulting.
• Sells financial products and services, processes applications, and closes for consumer credit products. Provides high-quality service, processes a wide range of transactions (cash handling, deposits, withdrawals, payments, cashier’s checks, traveler’s checks), balances cash, and supports vault/ATM/cash recycler and armored car duties. Trains new employees on procedures.
• Identifies and cultivates new high-value clients. Manages calling efforts, referrals, sales tracking and prospecting to meet personal sales goals and contribute to team goals. Maintains customer relationships and supports promotion and marketing of the Bank and its products.
• Keeps informed of bank policies, procedures, laws and regulations, and maintains knowledge of new products, programs, and promotions.
• Performs other duties as assigned.

Qualifications

• High School Diploma or GED, or equivalent related work experience.
• 2+ years in consumer sales, marketing and customer service. 2+ years of teller experience. Demonstrated ability to advance skills in personal finance areas including investments, insurance, mortgage, etc.
• Working knowledge and proficiency in Customer Experience, Laws & Regulations, Technology Literacy, Communication, Accuracy & Efficiency, and Relationship Building. Knowledge of Product/Service Knowledge, Agility, Risk Management, Problem Solving, Consultative Solutions, and Results Driven.
• Ability to work evenings, weekends and holidays as assigned. Must be able to stand for extended periods. Must have own transportation and the ability to commute reliably. Must be able to lift up to 30 lbs.

As a Bank of Hawaii employee, you ensure compliance with applicable laws, regulations, regulatory requirements and Bank policies, including Fair Banking, Anti-Money Laundering laws, Bank Secrecy Act and USA PATRIOT Act.

Delivering exceptional customer experiences is at the heart of what we do at Bank of Hawaii. We listen, understand and deliver what our customers need to help them build a better tomorrow.

We are an EEO/AA employer, including disability and veterans. For Bank of Hawaii's full EEO statement, please visit https://www.boh.com/careers.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales
• Industries: Banking and Financial Services

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